Patrick & Associates,inc.
Recommendations and resources for agency (retail and wholesale) “Best Practices” with respect to workflow and procedures.
Creating meaningful agency standards.
Providing action plans to facilitate implementation of recommendations.
Maximizing your returns on capital invested in your agency management system (Applied Systems, Vertafore, NexSure, ImpowerSoft, HawkSoft, QQ Solutions, etc.)
Benchmarking to improve work product, to improve time management and reduce cost.
Workflow Management audits/reviews, strategies and procedures.
Account Manager/CSR Productivity Analysis and Improvement.
Account Manage/CSR training and development.
Improving Carrier Interfacing.
Agency Errors and Omissions (E & O) audits, reviews, recommendations and procedures.
Resources in Agency E & O litigation.
Training agency staff in Agency E & O Risk Management.